For CEOs, COOs, CFOs and practice leaders
Every practice on one platform. Measured in margin.
Risk control, claims, account management, benefits and producers run their work on SoterAI, sharing one client record, one workflow library and one set of brand templates, so revenue grows and payroll does not, and the AI your teams use is governed in one place.
Firm view: five practices, one workspace
Usage overview
- Risk control
- Site Audit, Loss Run Analysis, Weather Risk Advisor
- Claims
- Claims Advisor, Policy Comparison, TPA performance
- Account management
- Policy Checking, Certificates, Summary of Insurance
- Governance
- One policy, cited outputs, human review, SOC 2
Illustrative example, not customer data.
3x
client capacity, same team
OVD Insurance
70%
admin time saved
Collins & Associates
More than half
of SoterAI work at one national brokerage runs on workflows the firm built itself
Anonymized
The business case
Revenue grows. Payroll does not.
Margin per account. Servicing, reporting and analysis move from hours to minutes without a headcount line; the whitepaper quantifies it from fifteen months of aggregate platform use.
One platform, not five tools. A prospecting tool, a policy-check add-on, a benefits CPQ, an EHS app and ChatGPT each solve one practice; SoterAI serves all five on one client record, which is the only way the risk report, the claim review and the renewal proposal come from one place.
Build, don't wait. The national brokers are building in-house on a hundred-million-dollar budget. Your teams can build on SoterAI with no engineers: at one brokerage, more than half of all usage is self-built.
Governed AI. Cited outputs, human review before anything leaves, workspace isolation, no training on your data, SOC 2. One policy for every practice instead of shadow AI in each.
What each practice runs
Five practices, one library.
- Risk control Site Audit, Loss Run Analysis, Weather Risk AdvisorClient capacity
- Claims Claims Advisor, Policy Comparison, TPA / Carrier PerformanceCycle time and retention
- Account management Policy Checking, Certificate of Insurance, Summary of InsuranceServicing cost per account
- Benefits Renewal Analysis, Proposal Comparison, Stewardship ReportRenewal outcomes
- Producers Client Discovery, Renewal Strategy, Client PresentationsNew business and retention
How adoption happens
Start small. Let the teams build.
1
Start with one practice
Usually risk control or claims, productive in the first week with library workflows.
2
Let the teams build
Brand templates and Data Sources in week two; the first custom workflows follow within the month.
3
Expand by seat, not by project
New users onboard themselves; at the largest accounts, more than a hundred users joined in a quarter without a campaign.
Built by customers
Teams building on their own work.
A national brokerage's loss-control practice runs its own client dashboard on SoterAI workflows.
See howA brokerage claims desk runs daily intake and a master tracker.
See howA regional agency rebuilt its outsourced servicing as 21 workflows.
See how
Named case studies: ICW Group, OVD Insurance, Collins & Associates.
What you would ask
Straight answers.
We'll build this ourselves on ChatGPT Enterprise.
You can build chat; you will also build templates, citations, records, scheduling, Outlook, white-labeling and governance, then maintain them. SoterAI is that layer, and your teams still build on top of it.
What does it replace?
Whatever your teams use for the work: the policy-check add-on, the offshore queue, the spreadsheet trackers, the general AI subscriptions, the EHS tool your clients ask about. Not the AMS.
What is the commercial model?
Priced per organization by the practices and teams involved, with enterprise onboarding, brand templates and custom builds included; no per-workflow fees.
Proof and resources
The evidence, and how it is protected.
Whitepaper
Outgunned, not outsmarted
How mid-market brokerages compete with the nationals, quantified from fifteen months of aggregate platform use.
Read the whitepaperReady to run the firm on one platform?
Tell us which practices you'd start with and how many people are in each, and we'll bring a plan and a price to the call.
When the form asks which team, choose Several.
Talk to our team
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